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Farther Finance Advisors, LLC: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Farther Finance Advisors, LLC on BOXX, newest first. How the timeline and the estimate are built.

Farther Finance Advisors, LLC held 97,312 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,312 shares
    Change vs previous 13F -8,874 shares

    0.08% of the 13F portfolio, value $11,520,730.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,186 shares
    Change vs previous 13F -8,176 shares

    0.1% of the 13F portfolio, value $12,433,396.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 114,362 shares
    Change vs previous 13F +4,597 shares

    0.13% of the 13F portfolio, value $13,289,990.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 109,765 shares
    Change vs previous 13F +89,713 shares

    0.14% of the 13F portfolio, value $12,633,968.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 20,052 shares
    Change vs previous 13F +3,641 shares

    0.03% of the 13F portfolio, value $2,283,121.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 16,411 shares
    Change vs previous 13F -593 shares

    0.04% of the 13F portfolio, value $1,849,191.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 17,004 shares
    Change vs previous 13F +222 shares

    0.05% of the 13F portfolio, value $1,895,946.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 16,782 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,850,719.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).